Walson Group is a Registered Investment Advisory firm and a Fiduciary. That means we only invest with your best interests at heart.

Financial Advisors Who ‘Get it’

Plenty of financial advisors want to make you money. But when it comes to what you really value … few get it.

At Walson Group, we want to be the exception. We know how important your faith is to you because it’s important to us. And we believe you shouldn’t have to check your values at the door.

We help you integrate your faith into your finances. We know it’s not just about saving money — it’s about creating and leaving a legacy you can be proud of.

financial advisory services
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Why We Do What We Do

We get excited when our investments see great returns. And we celebrate when the numbers are all up and to the right.

But the real reason we love being financial advisors is because we feel called to it.

We believe people deserve better than the typical Wall Street money traps. And we’re unwilling to keep our faith out of finances.

We feel honored that they keep choosing us to partner with their families.